Skip to content
Disclosery

IRM IRON MTN INC DEL

Follow

REIT (common), issuer CIK 1020569

994 managers (1,018 13F filers) reported a position in IRM shares at 2025-09-30, 250,293,686 shares in all. 67 filers opened a position and 88 filers sold out during the quarter.

Managers
994
13F filers
1,018
New
67
Added
370
Reduced
391
Sold out
88
Shares held by filers
250,293,686

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Catalyst Capital Advisors LLC1,303$133K<0.01%+39613F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…1,303$133K0.01%-1913F-HRTimelineGroup
Silvant Capital Management LLC1,292$132K<0.01%013F-HR/ATimeline
AlphaQuest LLC1,287$131K0.01%+30413F-HRTimeline
Deseret Mutual Benefit Administrators1,286$131K0.06%-21513F-HRTimeline
Parkside Financial Bank & Trust1,275$130K0.01%-713F-HRTimeline
Security National Bank1,254$128K0.02%-40913F-HRTimeline
Bayforest Capital Ltd1,236$126K0.06%new13F-HRTimeline
HOEY INVESTMENTS, INC1,235$126K0.02%new13F-HRTimeline
TOTH FINANCIAL ADVISORY CORP1,229$125K0.01%013F-HRTimeline
Root Financial Partners, LLC1,219$124K0.01%new13F-HRTimeline
Avalon Trust Co1,204$123K0.01%new13F-HRTimeline
OSTRUM ASSET MANAGEMENT1,200$122K0.01%-3,89813F-HRTimeline
Sound Income Strategies, LLC1,110$116K0.01%+19313F-HRTimeline
EVERMAY WEALTH MANAGEMENT LLC1,141$116K0.01%new13F-HRTimeline
Rosenberg Matthew Hamilton1,122$114K0.02%-313F-HRTimeline
Lavaca Capital LLC1,101$112K0.02%013F-HRTimeline
First Command Advisory Services, Inc.1,100$112K<0.01%013F-HRTimeline
RICHARDSON FINANCIAL SERVICES INC.1,060$108K0.07%+3513F-HRTimeline
ORG Partners LLC1,058$108K0.02%-13413F-HRTimeline
SITTNER & NELSON, LLC1,026$105K0.04%013F-HRTimeline
Addison Advisors LLC986$100K0.02%-18713F-HRTimeline
ZIONS BANCORPORATION, NATIONAL ASSOCIAT…971$99K<0.01%+40313F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.960$97.8K0.1%+813F-HR/ATimeline
Corsicana & Co.900$91.7K0.05%13F-HRTimeline
Kozak & Associates, Inc.1,000$88.7K0.02%013F-HRTimeline
Cromwell Holdings LLC861$88.4K0.05%013F-HRTimeline
Quarry LP852$86.9K0.02%+29413F-HRTimeline
Parvin Asset Management, LLC832$84.8K0.08%+1213F-HRTimeline
Wealthspire Advisors, LLC824$84K<0.01%new13F-HRTimeline
CI INVESTMENTS INC.in group CI INVESTMENTS INC.808$82K<0.01%-1713F-HRTimelineGroup
CYBER HORNET ETFs LLC796$81.1K0.05%+2913F-HRTimeline
Bank of New Hampshire795$81K0.02%013F-HRTimeline
Global X Japan Co., Ltd.776$79.1K0.01%-13113F-HRTimeline
SENTRY INVESTMENT MANAGEMENT LLC748$79K0.05%-9113F-HRTimeline
OPTIMUM INVESTMENT ADVISORS750$76.5K0.03%013F-HRTimeline
Abound Wealth Management748$76.3K0.02%013F-HRTimeline
EASTERN BANK735$74.9K<0.01%013F-HRTimeline
JFS WEALTH ADVISORS, LLC727$74.1K<0.01%-22013F-HRTimeline
Avion Wealth733$74K0.02%-913F-HRTimeline
Bay Harbor Wealth Management, LLC720$74K0.02%+1713F-HRTimeline
ROTHSCHILD INVESTMENT LLC676$68.9K<0.01%+1813F-HRTimeline
CITY HOLDING CO667$68K0.01%new13F-HRTimeline
FIRST HORIZON CORP663$67.6K<0.01%13F-HRTimeline
True Wealth Design, LLC660$67.2K0.02%+1413F-HRTimeline
VALLEY NATIONAL ADVISERS INC655$66K0.01%013F-HRTimeline
PROFFITT & GOODSON INC622$63.4K0.01%013F-HRTimeline
GHP Investment Advisors, Inc.618$63K<0.01%+313F-HRTimeline
Financial Avengers, Inc.607$61.9K0.03%+513F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC583$61.1K<0.01%013F-HRTimeline
Caitlin John, LLC599$61.1K0.04%new13F-HRTimeline
Sawyer & Company, Inc595$61K0.02%+35513F-HRTimeline
Dunhill Financial, LLC583$59.4K0.02%+9513F-HRTimeline
Promus Capital, LLC572$58.3K0.04%013F-HRTimeline
CVA Family Office, LLC563$57.4K0.01%-4113F-HRTimeline
JPL Wealth Management, LLC554$56.5K0.01%new13F-HRTimeline
Annis Gardner Whiting Capital Advisors,…538$54.8K0.01%-813F-HRTimeline
Washington Trust Advisors, Inc.530$54K<0.01%new13F-HRTimeline
SUMMIT SECURITIES GROUP LLC508$51.8K0.02%+30913F-HRTimeline
FOSTER DYKEMA CABOT & PARTNERS, LLC504$51.8K<0.01%013F-HRTimeline
HAZLETT, BURT & WATSON, INC.500$51K0.02%013F-HRTimeline
Crewe Advisors LLC500$51K<0.01%-213F-HRTimeline
GPS Wealth Strategies Group, LLC500$51K0.01%013F-HRTimeline
Hanson & Doremus Investment Management475$48K0.01%013F-HRTimeline
Canton Hathaway, LLC465$47K0.01%+5413F-HRTimeline
Franchise Capital Ltd455$46.4K0.02%013F-HRTimeline
AdvisorNet Financial, Inc452$46.1K<0.01%+4613F-HRTimeline
Wealth Watch Advisors, INC430$43.8K0.02%new13F-HRTimeline
LOOMIS SAYLES & CO L Pin group LOOMIS SAYLES & CO L P425$43.3K<0.01%-2213F-HRTimelineGroup
Medallion Wealth Advisors, LLC420$42.8K0.02%013F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC420$42.8K<0.01%013F-HRTimeline
Quest 10 Wealth Builders, Inc.413$42.1K0.04%013F-HRTimeline
BARRETT & COMPANY, INC.400$40.8K0.01%013F-HRTimeline
Ramirez Asset Management, Inc.400$40.8K0.01%013F-HRTimeline
AllSquare Wealth Management LLC395$40.3K0.02%013F-HRTimeline
Bank Julius Baer & Co. Ltd, Zurich390$39.8K<0.01%new13F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC383$39.3K<0.01%+5313F-HRTimeline
Piscataqua Savings Bank353$36K0.03%013F-HRTimeline
Strategic Wealth Partners, Ltd.350$35.7K<0.01%-75913F-HRTimeline
GODSEY & GIBB, INC325$33.1K<0.01%013F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.315$32.4K<0.01%new13F-HRTimelineGroup
Cranbrook Wealth Management, LLC300$30.6K0.01%013F-HRTimeline
Financial Network Wealth Advisors LLC300$30.6K0.03%013F-HRTimeline
HALBERT HARGROVE GLOBAL ADVISORS, LLC295$30.1K<0.01%+4513F-HRTimeline
IAG Wealth Partners, LLC295$30.1K<0.01%013F-HRTimeline
Central Pacific Bank - Trust Division278$28.3K<0.01%013F-HRTimeline
West Branch Capital LLC275$28K0.01%013F-HRTimeline
North Star Investment Management Corp.270$27.5K<0.01%-30013F-HRTimeline
HARBOR CAPITAL ADVISORS, INC.262$27K<0.01%-313F-HRTimeline
THOMPSON INVESTMENT MANAGEMENT, INC.264$26.9K<0.01%013F-HRTimeline
Quent Capital, LLC262$26.7K<0.01%new13F-HRTimeline
PFS Partners, LLC250$25.5K0.01%013F-HRTimeline
IMG Wealth Management, Inc.244$24.9K0.02%013F-HRTimeline
NFSG Corp241$24.5K<0.01%-3813F-HRTimeline
Private Wealth Asset Management, LLC240$24.5K<0.01%+2513F-HRTimeline
Groupe la Francaisein group Groupe la Francaise277$23.7K<0.01%new13F-HRTimelineGroup
Essential Partners LLC224$22.8K0.01%+21113F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.215$22K<0.01%+17713F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
CHILTON CAPITAL MANAGEMENT LLC205$20.9K<0.01%013F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…201$20.5K<0.01%013F-HRTimelineGroup
Rise Advisors, LLC200$20.4K0.01%+613F-HRTimeline
GW&K Investment Management, LLC189$19K<0.01%+1013F-HRTimeline
Coston, McIsaac & Partners189$19K<0.01%+113F-HRTimeline
MV CAPITAL MANAGEMENT, INC.183$18.7K<0.01%+5213F-HRTimeline
Covestor Ltd179$18K0.01%-4313F-HRTimeline
Sunbelt Securities, Inc.172$17.5K<0.01%-18813F-HRTimeline
CHESAPEAKE ASSET MANAGEMENT LLC170$17.3K0.02%013F-HRTimeline
Hemington Wealth Management163$16K<0.01%013F-HRTimeline
RMG Wealth Management LLC150$15.5K<0.01%013F-HRTimeline
Atlantic Private Wealth, LLC150$15.3K0.01%new13F-HRTimeline
OAKWORTH CAPITAL, INC.149$15.2K<0.01%-3113F-HRTimeline
Bell Investment Advisors, Inc137$14K<0.01%013F-HRTimeline
Accordant Advisory Group Inc137$14K0.01%013F-HRTimeline
Rossby Financial, LCC135$13.8K<0.01%+4513F-HRTimeline
Tidemark, LLC125$12.7K<0.01%013F-HRTimeline
Park Place Capital Corp124$12.6K<0.01%-1713F-HRTimeline
MARK SHEPTOFF FINANCIAL PLANNING, LLC123$12.5K0.01%013F-HRTimeline
WPG Advisers, LLC123$12.5K0.01%-6313F-HRTimeline
BOKF, NAin group BOKF, NA121$12.3K<0.01%-58713F-HRTimelineGroup
Westfuller Advisors, LLC119$12.2K0.01%new13F-HRTimeline
Manchester Capital Management LLC119$12.1K<0.01%+113F-HRTimeline
Moisand Fitzgerald Tamayo, LLC113$11.5K<0.01%013F-HRTimeline
Bruce G. Allen Investments, LLC108$11K0.01%013F-HRTimeline
Strategic Advocates LLC107$10.9K<0.01%new13F-HRTimeline
LRI Investments, LLC106$10.8K<0.01%013F-HRTimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…104$10.6K<0.01%013F-HRTimeline
Chung Wu Investment Group, LLC100$10.2K0.01%013F-HRTimeline
Red Tortoise LLC94$9.58K<0.01%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV90$9.18K<0.01%013F-HRTimeline
Anfield Capital Management, LLCin group Anfield Capital Management, L…88$8.97K<0.01%013F-HRTimelineGroup
CURIO WEALTH, LLC86$8.75K<0.01%new13F-HRTimeline
Cornerstone Planning Group LLC86$8.71K<0.01%+3813F-HRTimeline
Asset Dedication, LLC85$8.66K<0.01%013F-HRTimeline
Salomon & Ludwin, LLC80$8.38K<0.01%new13F-HRTimeline
J.Safra Asset Management Corp80$8.15K<0.01%new13F-HRTimeline
1620 INVESTMENT ADVISORS, INC.80$8.15K0.01%-2013F-HRTimeline
Westside Investment Management, Inc.79$8.08K<0.01%new13F-HRTimeline
Dogwood Wealth Management LLC72$7.39K<0.01%-213F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…72$7.38K<0.01%new13F-HRTimelineGroup
Physician Wealth Advisors, Inc.71$7.27K<0.01%+613F-HRTimeline
Geneos Wealth Management Inc.66$6.73K<0.01%-2,33313F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp64$6.52K<0.01%-5713F-HRTimelineGroup
Grove Bank & Trust64$6.52K<0.01%013F-HRTimeline
Howard Hughes Medical Institute63$6.42K<0.01%013F-HRTimeline
Activest Wealth Management63$6.42K<0.01%+4613F-HRTimeline
CBIZ Investment Advisory Services, LLC60$6.16K<0.01%+2313F-HRTimeline
Farmers & Merchants Trust Co of Chamber…58$6K<0.01%013F-HRTimeline
GGM Financial LLC58$5.91K<0.01%new13F-HRTimeline
High Note Wealth, LLC55$5.61K<0.01%+813F-HRTimeline
MJT & Associates Financial Advisory Gro…55$5.61K<0.01%new13F-HRTimeline
Innovative Advisory Group, LLC50$5.1K<0.01%013F-HRTimeline
T. Rowe Price Investment Management, In…43$5K<0.01%new13F-HRTimeline
Mowery & Schoenfeld Wealth Management, …49$5K0.01%013F-HRTimeline
Wealth Preservation Advisors, LLC46$4.69K<0.01%013F-HRTimeline
Copia Wealth Management42$4.28K<0.01%013F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC37$3.77K<0.01%+613F-HRTimeline
United Community Bankin group United Community Bank37$3.77K<0.01%new13F-HRTimelineGroup
ELEVATION WEALTH PARTNERS, LLC30$3.06K<0.01%new13F-HR/ATimeline
TOBAM31$3K<0.01%+1213F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Holos Integrated Wealth LLC29$2.98K<0.01%013F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT29$2.96K<0.01%013F-HRTimeline
Aspect Partners, LLC29$2.96K<0.01%+1813F-HRTimeline
Trifecta Capital Advisors, LLC27$2.75K<0.01%013F-HRTimeline
Strengthening Families & Communities, L…24$2.45K<0.01%013F-HRTimeline
HORIZON FINANCIAL SERVICES, LLC23$2.35K<0.01%new13F-HRTimeline
FINANCIAL CONSULATE, INC22$2.24K<0.01%new13F-HRTimeline
Pineridge Advisors LLC22$2.24K<0.01%013F-HRTimeline
Kilter Group LLC20$2.04K<0.01%+513F-HRTimeline
OGOREK ANTHONY JOSEPH /NY/ /ADV27$2K<0.01%+213F-HRTimeline
Marquette Asset Management, LLC16$1.63K<0.01%new13F-HRTimeline
Tortoise Investment Management, LLC16$1.63K<0.01%-113F-HRTimeline
Principia Wealth Advisory, LLC16$1.63K<0.01%-613F-HRTimeline
Clearstead Trust, LLC15$1.53K<0.01%+313F-HRTimeline
Millstone Evans Group, LLC14$1.43K<0.01%013F-HRTimeline
Hughes Financial Services, LLC12$1.23K<0.01%-113F-HRTimeline
Quaker Wealth Management, LLC10$1.02K<0.01%013F-HRTimeline
Capital Advisors, Ltd. LLC10$1K<0.01%013F-HRTimeline
TFC Financial Management, Inc.7$714<0.01%013F-HRTimeline
American Capital Advisory, LLC7$714<0.01%-113F-HRTimeline
WOLFF WIESE MAGANA LLC5$510<0.01%013F-HRTimeline
Rialto Wealth Management, LLC5$510<0.01%-513F-HRTimeline
Guerra Advisors Inc5$510<0.01%new13F-HRTimeline
Davis Capital Management4$408<0.01%13F-HRTimeline
Palisade Asset Management, LLC3$306<0.01%new13F-HRTimeline
Colonial Trust Co / SCin group Colonial Trust Advisors3$306<0.01%-613F-HRTimelineGroup
WINNACLE WEALTH LLC3$306<0.01%-13413F-HRTimeline
PROATHLETE WEALTH MANAGEMENT LLC3$305<0.01%new13F-HRTimeline
DecisionPoint Financial, LLC2$205<0.01%013F-HRTimeline
COUNTRY TRUST BANK2$204<0.01%new13F-HRTimeline
Beaird Harris Wealth Management, LLC2$204<0.01%-113F-HRTimeline
Private Wealth Management Group, LLC1$102<0.01%013F-HRTimeline
Retirement Wealth Solutions LLC0$19<0.01%013F-HRTimelineAmount filed as zero, left out of ratios.
Cloud Capital Management, LLC7$00%new13F-HRTimelineValue filed as zero, left out of ratios.
Clark Wealth Partners0$00%-1513F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.